D365 Purchasing Agent role cannot see all POs

(0) Share

Report

Posted on by Oceanfish26

624

D365 10.0.7 - My Purchasing Agent, with the roles Purchasing Agent and System User, cannot see all the POs in the All Purchase Orders list page. In fact, when they create one, then Save and close the form, it too is not visible in the All Purchase Orders list page. I have cleared all Personalizations, and Reset all Usage data. If I make the Purchasing Agent a Sys Admin, they can see everything.

To my knowledge, no table level, or record specific filtering is in place. No security role customizations have been made.

Any idea why this is happening?

I have the same question (0)

All responses (7)

Answers (1)

nmaenpaa 101,162 Moderator on at

Like (0)

Report

I would start by checking that Extensible Data Security is not used, or if it's used, verify the setup.

Was this reply helpful? Yes No
Suggested answer

Satish Panwar 14,671 Moderator on at

Like (0)

Report

Hi Oceanfish26,

Have verified in 10.0.7 environment and the purchasing agent role is providing access to purchase order so it's definitely related to your environment. Try adding the purchasing manager role and see if it helps, remove purchasing agent role for a second just to rule out if something is wrong with purchasing agent role. This will give you idea on where to start looking at. The see if role is customized etc.

Was this reply helpful? Yes No
Satish Panwar 14,671 Moderator on at

Like (0)

Report

Moved to Dynamics 365 Finance forum

Was this reply helpful? Yes No
Oceanfish26 624 on at

Like (0)

Report

As much as my mind tells me a developer didn't put one in as I didn't authorize it, my heart tells me there just might be. I'm checking with them...

Was this reply helpful? Yes No
Suggested answer

André Arnaud de Cal... 301,130 Super User 2025 Season 2 on at

Like (0)

Report

Hi Oceanfish26,

Is this an environment fully new or does it contain code upgrade from e.g. AX 2012?

Also check if you used the role "Purchasing Agent" and not "Purchasing Agent - Public Sector". The role for the public sector industry has out of the box an XDS policy enabled.

Was this reply helpful? Yes No
Oceanfish26 624 on at

Like (0)

Report

Hi everyone,

I was finally able to get a response from dev team. Definitely no security policy.

Was this reply helpful? Yes No
Verified answer

André Arnaud de Cal... 301,130 Super User 2025 Season 2 on at

Like (0)

Report

Hi Oceanfish26,

When a user can see all records as system administrator but not with the normal role, it should be related to security. Do you have the same behavior if you have a second user with the same security roles assigned? Or is it related to just one user?

Was this reply helpful? Yes No